Position in RUN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,129,314
-$2,652,763 QoQ
Shares Held
378,268
-10.6% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.10971057557075936.ToString("F0")%
Shared 0.ToString("F0")%
None 99.89028942442924.ToString("F0")%
Common Shares in RUN Over Time
Shares Held
Position Value (USD)
Derivatives in RUN
reported options exposure · as of Jun 30, 2021CallValue
$61,358
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Solar
Technology · as of Mar 31, 2026Creative Planning holds $30,402,167 across 8 Solar names. RUN ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
136,686 | $16,477,497 | |
| 2 | FSLR |
First Solar, Inc.
|
27,733 | $5,470,611 | |
| 3 | RUN |
Sunrun Inc.
This page
|
378,268 | $5,129,314 | |
| 4 | ENPH |
Enphase Energy, Inc.
|
40,667 | $1,537,619 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
|
23,212 | $1,184,972 | |
| 6 | ARRY |
Array Technologies, Inc.
|
51,301 | $370,906 | |
| 7 | SHLS |
Shoals Technologies Group, Inc.
|
33,637 | $221,331 | |
| 8 | ZEO |
Zeo Energy Corp.
|
17,278 | $9,917 |
All Filings in RUN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,129,314 | 378,268 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,782,077 | 422,939 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,355,598 | 425,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,229,504 | 394,805 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,857,362 | 316,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,469,972 | 267,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,242,076 | 290,259 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,433,172 | 289,475 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,484,963 | 264,413 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,184,938 | 213,191 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,708,111 | 215,614 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $3,688,910 | 206,546 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $3,936,101 | 195,340 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,501,396 | 187,402 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,181,457 | 187,802 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,363,204 | 186,781 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $939,070 | 30,921 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $362,002 | 10,554 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $555,324 | 12,621 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $450,646 | 8,079 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $61,358 | 1,100 | Call | Sole | 2021-08-04 | |
| 2021-03-31 | $580,789 | 9,603 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $54,432 | 900 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $34,690 | 500 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $1,101,754 | 15,880 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,152,350 | 14,952 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $121,806 | 12,060 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||